Purchases and Sales Made in Q2 2025 in Wisdomtree Floating Rate Treas (USFR)
This table provides information about the institutional ownership of Wisdomtree Floating Rate Treas (USFR) during Q2 2025. The information is specifically focused on institutions that hold shares of WISDOMTREE FLOATING RATE TREAS.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jul 08, 2025
Q2 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
259+ 4.81% |
$13K - $13.1K
|
5.65K
$284K
|
|
|
Aug 12, 2025
Q2 2025
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
256New |
$12.9K - $12.9K
|
256
$12.9K
|
|
|
Aug 13, 2025
Q2 2025
|
Transce3nd, LLC
Kyle, TX |
BUY
|
- |
234+ 1.61% |
$11.8K - $11.8K
|
14.8K
$745K
|
|
|
Aug 06, 2025
Q2 2025
|
Prospera Financial Services Inc
|
BUY
|
- |
223+ 3.09% |
$11.2K - $11.3K
|
7.45K
$375K
|
|
|
Jul 10, 2025
Q2 2025
|
Fortress Wealth Management, Inc.
|
BUY
|
- |
202+ 0.16% |
$10.2K - $10.2K
|
130K
$6.56M
|
|
|
Aug 08, 2025
Q2 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
201+ 0.7% |
$10.1K - $10.1K
|
28.7K
$1.45M
|
|
|
Aug 12, 2025
Q2 2025
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
200New |
$10.1K - $10.1K
|
200
$10.1K
|
|
|
Jul 15, 2025
Q2 2025
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
165+ 257.81% |
$8.3K - $8.33K
|
229
$11.5K
|
|
|
Aug 14, 2025
Q2 2025
|
Rmb Capital Management, LLC
|
BUY
|
- |
155+ 2.17% |
$7.79K - $7.82K
|
7.29K
$367K
|
|
|
Jul 09, 2025
Q2 2025
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
142+ 2.94% |
$7.14K - $7.17K
|
4.98K
$251K
|
|
|
Jul 24, 2025
Q2 2025
|
Trust CO Of Toledo Na
Holland, OH |
BUY
|
- |
133New |
$6.69K - $6.71K
|
133
$6.7K
|
|
|
Jul 07, 2025
Q2 2025
|
Life Line Wealth Management LLC
Beverly Hills, CA |
BUY
|
- |
129+ 1.09% |
$6.49K - $6.51K
|
12K
$605K
|
|
|
Aug 05, 2025
Q2 2025
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
BUY
|
- |
99New |
$4.98K - $5K
|
99
$4.98K
|
|
|
Aug 12, 2025
Q2 2025
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
85+ 0.48% |
$4.27K - $4.29K
|
17.8K
$899K
|
|
|
Aug 13, 2025
Q2 2025
|
Luminist Capital LLC
Grand Rapids, MI |
BUY
|
- |
79+ 4.4% |
$3.97K - $3.99K
|
1.88K
$94.5K
|
|
|
Aug 08, 2025
Q2 2025
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
67+ 1.34% |
$3.37K - $3.38K
|
5.07K
$255K
|
|
|
Jul 17, 2025
Q2 2025
|
Vermillion Wealth Management, Inc.
Rosemount, MN |
BUY
|
- |
63+ 6.74% |
$3.17K - $3.18K
|
998
$50.2K
|
|
|
Jul 16, 2025
Q2 2025
|
Legend Financial Advisors, Inc.
Pittsburgh, PA |
BUY
|
- |
59New |
$2.97K - $2.98K
|
59
$2.97K
|
|
|
Jul 22, 2025
Q2 2025
|
Comprehensive Financial Consultants Institutional, Inc.
Bloomington, IN |
BUY
|
- |
57+ 0.3% |
$2.87K - $2.88K
|
19K
$959K
|
|
|
Aug 13, 2025
Q2 2025
|
Keystone Financial Group
|
BUY
|
- |
51+ 1.08% |
$2.56K - $2.57K
|
4.76K
$240K
|
|
|
Aug 12, 2025
Q2 2025
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
36+ 0.16% |
$1.81K - $1.82K
|
22.4K
$1.13M
|
|
|
Aug 13, 2025
Q2 2025
|
Kilter Group LLC
Rhinebeck, NY |
BUY
|
- |
29New |
$1.46K - $1.46K
|
29
$1.46K
|
|
|
Aug 04, 2025
Q2 2025
|
Wealth Management Associates, Inc.
Cherry Hill, NJ |
BUY
|
- |
27+ 0.29% |
$1.36K - $1.36K
|
9.26K
$466K
|
|
|
Aug 11, 2025
Q2 2025
|
Covestor LTD
Boston, MA |
BUY
|
- |
23+ 12.04% |
$1.16K - $1.16K
|
214
$10.8K
|
|
|
Aug 14, 2025
Q2 2025
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
19+ 0.41% |
$955 - $959
|
4.61K
$232K
|
|
|
Jul 09, 2025
Q2 2025
|
Alesco Advisors LLC
Pittsford, NY |
BUY
|
- |
19+ 0.14% |
$955 - $959
|
13.4K
$673K
|
|
|
Aug 05, 2025
Q2 2025
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
17+ 1.05% |
$855 - $858
|
1.64K
$82.6K
|
|
|
Aug 11, 2025
Q2 2025
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
14+ 1.4% |
$704 - $707
|
1.02K
$51.1K
|
|
|
Aug 06, 2025
Q2 2025
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
BUY
|
- |
14+ 0.48% |
$704 - $707
|
2.91K
$147K
|
|
|
Jul 09, 2025
Q2 2025
|
Bruce G. Allen Investments, LLC
Denver, CO |
BUY
|
- |
5+ 1.15% |
$251 - $252
|
440
$22.2K
|
|
|
Aug 05, 2025
Q2 2025
|
Tsfg, LLC
|
BUY
|
- |
1+ 0.77% |
$50.3 - $50.5
|
131
$6.6K
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 04, 2025
Q2 2025
|
Creekmur Asset Management LLC
Morton, IL |
SELL
|
- |
-2- 0.03% |
$101 - $101
|
5.88K
$296K
|
|
|
Jul 07, 2025
Q2 2025
|
Global Wealth Strategies & Associates
Denver, CO |
SELL
|
- |
-5- 0.74% |
$251 - $252
|
672
$33.8K
|
|
|
Jul 24, 2025
Q2 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-6- 0.16% |
$302 - $303
|
3.8K
$191K
|
|
|
Aug 11, 2025
Q2 2025
|
Citigroup Inc
|
SELL
|
- |
-7- 0.22% |
$352 - $353
|
3.11K
$156K
|
|
|
Jul 24, 2025
Q2 2025
|
Bernard Wealth Management Corp.
Royal Oak, MI |
SELL
|
- |
-12- 8.22% |
$603 - $606
|
134
$6.75K
|
|
|
Aug 14, 2025
Q2 2025
|
Mpwm Advisory Solutions, LLC
Alpharetta, GA |
SELL
|
- |
-16- 36.36% |
$804 - $808
|
28
$1.41K
|
|
|
Aug 14, 2025
Q2 2025
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-24- 1.81% |
$1.21K - $1.21K
|
1.3K
$65.5K
|
|
|
Aug 13, 2025
Q2 2025
|
Northern Trust Corp
Chicago, IL |
SELL
|
- |
-25- 0.11% |
$1.26K - $1.26K
|
21.8K
$1.1M
|
|
|
Jul 16, 2025
Q2 2025
|
Independent Wealth Network Inc.
|
SELL
|
- |
-27- 0.27% |
$1.36K - $1.36K
|
10.1K
$509K
|
|
|
Jul 16, 2025
Q2 2025
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-29- 0.2% |
$1.46K - $1.46K
|
14.6K
$735K
|
|
|
Aug 13, 2025
Q2 2025
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-32- 80.0% |
$1.61K - $1.62K
|
8
$403
|
|
|
Aug 01, 2025
Q2 2025
|
Mendel Money Management
Northbrook, IL |
SELL
|
- |
-35- 0.7% |
$1.76K - $1.77K
|
4.96K
$250K
|
|
|
Jul 30, 2025
Q2 2025
|
Avidian Wealth Solutions, LLC
|
SELL
|
- |
-39- 0.05% |
$1.96K - $1.97K
|
83.7K
$4.22M
|
|
|
Aug 07, 2025
Q2 2025
|
Allworth Financial LP
|
SELL
|
- |
-44- 0.06% |
$2.21K - $2.22K
|
77K
$3.88M
|
|
|
Aug 13, 2025
Q2 2025
|
Prestige Wealth Management Group LLC
|
SELL
|
- |
-55- 0.42% |
$2.77K - $2.78K
|
13.1K
$659K
|
|
|
Jul 14, 2025
Q2 2025
|
Revisor Wealth Management LLC
Akron, OH |
SELL
|
- |
-55- 1.17% |
$2.77K - $2.78K
|
4.65K
$234K
|
|
|
Aug 04, 2025
Q2 2025
|
Creative Financial Designs Inc
|
SELL
|
- |
-151- 61.38% |
$7.59K - $7.62K
|
95
$4.78K
|
|
|
Aug 06, 2025
Q2 2025
|
Savant Capital, LLC
|
SELL
|
- |
-156- 0.41% |
$7.84K - $7.87K
|
38K
$1.91M
|